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CWS Financial Advisors, LLC: MCD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CWS Financial Advisors, LLC on MCD, newest first. How the timeline and the estimate are built.

CWS Financial Advisors, LLC held 7,237 MCD shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,237 shares
    Change vs previous 13F +8 shares

    0.43% of the 13F portfolio, value $1,956,195.

    13F-HR 0001104659-26-088541 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,229 shares
    Change vs previous 13F +46 shares

    0.58% of the 13F portfolio, value $2,246,799.

    13F-HR 0001104659-26-049318 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,183 shares
    Change vs previous 13F +193 shares

    0.6% of the 13F portfolio, value $2,195,271.

    13F-HR 0001104659-26-011365 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,990 shares
    Change vs previous 13F -637 shares

    0.59% of the 13F portfolio, value $2,124,197.

    13F-HR 0001104659-25-106015 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 7,627 shares
    Change vs previous 13F -108 shares

    0.65% of the 13F portfolio, value $2,228,469.

    13F-HR 0001104659-25-075641 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,735 shares
    Change vs previous 13F +2 shares

    0.76% of the 13F portfolio, value $2,416,089.

    13F-HR 0001104659-25-047906 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 7,733 shares
    Change vs previous 13F +2 shares

    0.73% of the 13F portfolio, value $2,241,666.

    13F-HR 0001104659-25-009042 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 7,731 shares
    Change vs previous 13F not available

    0.83% of the 13F portfolio, value $2,354,148.

    13F-HR 0001104659-24-118471 filed by CWS Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).